Affinity Capital Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $282K | Sell |
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|
2025
Q2 | $302K | Sell |
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2025
Q1 | $324K | Sell |
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|
2024
Q4 | $462K | Sell |
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|
2024
Q3 | $941K | Sell |
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|
2024
Q2 | $1.1M | Sell |
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|
2024
Q1 | $1.59M | Sell |
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|
2023
Q4 | $3.23M | Sell |
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|
2023
Q3 | $3.9M | Sell |
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|
2023
Q2 | $5.31M | Sell |
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|
2023
Q1 | $7.82M | Sell |
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|
2022
Q4 | $8.92M | Sell |
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|
2022
Q3 | $11.4M | Buy |
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|
2022
Q2 | $10.7M | Sell |
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|
2022
Q1 | $12.9M | Sell |
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|
2021
Q4 | $18.1M | Buy |
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|
2021
Q3 | $17.8M | Buy |
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|
2021
Q2 | $16.6M | Sell |
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|
2021
Q1 | $16.5M | Buy |
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|
2020
Q4 | $15.2M | Buy |
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|
2020
Q3 | $11.9M | Buy |
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|
2020
Q2 | $9.17M | Buy |
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|
2020
Q1 | $7.98M | Buy |
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|
2019
Q4 | $7.22M | Buy |
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